RiverPark/Wedgewood Fund
(RWGIX-Instl., RWGFX-Retail)
The Fund seeks long-term capital appreciation by investing primarily in the equity securities of large capitalization companies. It is sub-advised by Wedgewood Partners, Inc. and is a focused fund with approximately 20 to 30 holdings.

In 2008 Wedgewood entered into a Marketing Agreement with New York based RiverPark Capital which has blossomed into a true partnership.

RiverPark Capital was founded by former Baron Fund executives, Morty Schaja and Mitch Rubin. Wedgewood and RiverPark share the same dedication to do right by investors. Finding partners that share the same ethical principles is rare within our industry and is the basis for our strategic alliance. In addition, we share many of the same investment principles that have contributed to our respective attractive investment returns. Both firms are enamored with growth stocks; continually searching for companies that we believe have substantial and sustainable growth prospects and competitive advantages. Both of us target our research to long term investing; using a time horizon measured in years as opposed to months, quarters or seconds [in the case of High Frequency Traders]. Most importantly, we both think of ourselves as contrarian growth investors. Our purchase and sell disciplines are rooted in valuation metrics that look more like value than growth investors. Identifying great growth businesses at what we believe are attractive prices is the common thread that cuts across both firms' investment philosophies. As a risk mitigator, this philosophical discipline has protected our clients on the downside resulting in steady and consistently attractive downside capture ratios in addition to enhancing our upside capture.

These ethical and investment philosophy underpinnings have allowed us to leverage each others research, trading and back up capabilities thus providing more “depth and bench” to our firms.

Together we launched the RiverPark Wedgewood Fund in October 2010. The fund is Wedgewood’s first co-mingled vehicle that makes available Wedgewood’s Focused Large Cap growth strategy to those investors and institutions that prefer the convenience of investing in mutual funds. The fund is currently available on many mutual fund supermarket platforms. For more information, please visit: www.riverparkfunds.com or contact RiverPark’s Chief Marketing Officer at mkelly@RiverParkFunds.com.